Sassicaia Capital Advisers LLC: 13F holdings
CIK 16927512026Q2
| Positions | 32 |
|---|
| Reported value | $226.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 32 (-2 vs prior quarter) |
|---|
| Reported value | $226.8m (+155.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SNDK SANDISK CORP | 36,402 | $82.8m | 36.5% |
| AMD ADVANCED MICRO DEVICES INC | 87,370 | $50.8m | 22.4% |
| INTC INTEL CORP | 126,119 | $17.6m | 7.8% |
| MU MICRON TECHNOLOGY INC | 15,115 | $17.4m | 7.7% |
| SPCX SPACE EXPLORATION TECHN CORP | 72,874 | $12.5m | 5.5% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 13,180 | $6.3m | 2.8% |
| QQQ INVESCO QQQ TR | 8,250 | $6.1m | 2.7% |
| NVDA NVIDIA CORPORATION | 27,000 | $5.4m | 2.4% |
| AMAT APPLIED MATLS INC | 5,690 | $4.1m | 1.8% |
| MRVL MARVELL TECHNOLOGY INC | 10,808 | $3.2m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1692751")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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